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| Provider | Service type | Compensation |
|---|---|---|
RBC WEALTH MANAGEMENT8 years Service code 26 1918 8TH AVE · SEATTLE, WA 981011214 | Advisory (Participants) | $61,703 |
UBS FINANCIAL SERVICES INC10+ years Filed as: UBS FINANCIAL SERVICES Service code 26 100 RAILROAD STREET W · MISSOULA, MT 59802 | Advisory (Participants) | $14,900 |
Filed as: RAYMOND JAMES Service code 26 3023 OLD POND ROAD · PHOENIZ, AZ 85004 | Advisory (Participants) | $10,529 |
RANDALL & HURLEY, INC.2 years Service code 15 · EIN 91-1661080 1328 N. WHITMAN LANE · LIBERTY LAKE, WA 99019 | Recordkeeping | $7,383 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $118,864 | $55,437+114.4% | $155,534-23.6% | $74,459+59.6% |
| Participation rate | 95.9% | 61.9%+34.0pp | 78.2%+17.6pp | 67.2%+28.6pp |
| Annual return | 14.39% | 269.58%-255.2pp | 64.92%-50.5pp | 1369.70%-1355.3pp |
| Employer contribution / active EE | $5,948 | $2,266+162.5% | $4,675+27.2% | $2,626+126.5% |
| Participant deferral / active EE | $4,863 | $2,837+71.4% | $5,630-13.6% | $4,350+11.8% |
| Admin fee / account holder | $402 | $1,742-76.9% | $15,900-97.5% | $1,945-79.3% |